On a very regular basis, I will sit down with a potential new client who brings their account statements into the meeting, which typically are full of managed mutual funds. These mutual funds have an assortment of fees attached to them that we can see, but sometimes they are disguised hidden deep in something called […]
Understanding Mutual Fund Expense Read More »
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Why does risk matter? The risk that I am referring to is investment risk made up primarily of market risk when dealing with equities or stocks, and interest rate risk as well as credit risk when dealing with bonds or fixed income. Concepts that I’ve expressed in previous articles, are dealing with quantifying risk and
It’s Just Math: Risk, Retirement and Investments Read More »
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When I started in the brokerage business 24 years ago, there were mostly commission-based brokers. So when you walked in to one of the local brokerage houses, you knew what to expect for the most part. Most of the brokers at Tucker Anthony, where I started my brokerage career, were building portfolios with individual stocks
To Fee or Not to Fee Read More »
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“Buy term and invest the rest” was a slogan that became popular in the late 70’s by a company that advocated buying term insurance. You will hear the same thing being advocated today by radio and TV “financial gurus” that apparently, believe their entire audience is in the same financial situation with the same needs.
Term Life Insurance, is it Any Good? Read More »
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Who is your advisor and what do they do for you? This is a question that everyone should ask about their current, or prospective financial advisor. When I meet with a new client, they receive an ADV part 2. This is a disclosure document that explains who I am, how I am compensated, how I
Do You Know Who Your Advisor Really Is? Read More »
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Many of my new clients are people who have managed their own money in the past, but they seem to reach a point in their lives that compels them to make a change. Sometimes they tell me that it’s just not fun anymore, or that they do not want to spend the time required to
Getting Emotional with Your Investments Read More »
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Lately, I have heard of barrage of rhetoric that I believe is supposed to get the masses riled up against “Wall Street” and corporate America. Wall Street and corporate America have been demonized in the past so it is really not a new concept. This is not a criticism of the political left or right
In Defense of Wall Street Read More »
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If you are meeting with a broker, financial advisor, financial planner or investment advisor, you have likely been through an investment risk questionnaire. I have used a few of these myself, however, I believe that many are a means for the broker, advisor or planner to use a “plug and play” investment strategy. As we
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There’s been a lot of recent economic data that shows the US economy is slowing. Whether we go into a recession or just a broad slowdown is yet to be seen, however it makes sense to plan for either. What I am referring to buy plan is not a liquidation of your investment portfolio, however
Are We Entering a Recession? Read More »
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Before sharing information regarding the financial abuse among our seniors, I must state that I know, or have known people near 100 years old that have not lost cognitive abilities and remain very sharp, so just realize that this information is a generalized statistical study. According to new research from Daniel Marson, a professor of
Financial Abuse and Older Americans Read More »
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